🛡️ Protection Rules

Active rules preventing customer reassignment

✅ Active Protection Policies
1
Active Contract Protection
Customers with active contracts cannot be reassigned without manager approval
2
Recent Activity Protection
Accounts with activity in the last 90 days are protected from automatic reassignment
3
Revenue Threshold Protection
Accounts generating $5,000+ annual revenue require manual review for reassignment
4
Relationship Duration Protection
Customer relationships longer than 1 year are protected from territory changes
AC
Acme Corporation
Sarah Mitchell • Denver, CO • 2 years
Active Contract $125K Annual
🛡️ Protected
GT
Global Tech Solutions
John Davis • Boulder, CO • 18 months
Active Service $89K Annual
🛡️ Protected
MM
Mountain Manufacturing
Mike Wilson • Colorado Springs, CO • 3 years
Multi-Location $234K Annual
🛡️ Protected
DF
Denver Financial Group
Lisa Rodriguez • Denver, CO • 14 months
Renewal Due $67K Annual
🛡️ Protected
IS
Innovative Systems
David Kim • Fort Collins, CO • 8 months
Growth Phase $45K Annual
🛡️ Protected

📋 Protection Activity Log

Recent protection actions and import blocks

🛡️
Customer Protection Triggered
Acme Corporation import blocked - existing customer with active $125K contract assigned to Sarah Mitchell
ZoomInfo Import #2024-089 2 hours ago
🛡️
Territory Reassignment Blocked
Global Tech Solutions territory change prevented - 18-month customer relationship with John Davis
Bulk Assignment Process 4 hours ago
⚠️
Manager Review Required
Mountain Manufacturing reassignment flagged for review - high-value account ($234K annual)
Manual Territory Override 6 hours ago
🛡️
Contract Protection Applied
Denver Financial Group import blocked - renewal period protection active until March 2024
ZoomInfo Import #2024-088 8 hours ago
ℹ️
Protection Rules Updated
Revenue threshold updated to $5,000 annual for enhanced customer protection
System Configuration 1 day ago
🛡️
Activity-Based Protection
Innovative Systems reassignment blocked - recent activity within 90-day protection window
Geographic Territory Update 1 day ago